71 tracked 13F filers disclose a position in LTPZ as of the latest SEC 13F filings, a combined $210.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CENTRAL TRUST Co | $38.3M | 750K | ▲+5.1% Added · +37K sh | Q1 2026 | |
| 2 | EVOKE WEALTH, LLC | $27.1M | 532K | ▼−20% Reduced · −132K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $24.8M | 486K | ▲+21% Added · +85K sh | Q1 2026 | |
| 4 | ALTFEST L J & CO INC | $14.4M | 284K | ▲+3.4% Added · +9K sh | Q2 2026 | |
| 5 | NORTHERN TRUST CORP | $12.1M | 237K | ▼−18% Reduced · −51K sh | Q1 2026 | |
| 6 | Mid-American Wealth Advisory Group, Inc. | $8.7M | 171K | ▼−11% Reduced · −21K sh | Q2 2026 | |
| 7 | Sovran Advisors, LLC | $7.9M | 163K | ▲+1.7% Added · +3K sh | Q2 2026 | |
| 8 | Fermata Advisors, LLC | $8.2M | 162K | ▲+11% Added · +16K sh | Q2 2026 | |
| 9 | Avos Capital Management, LLC | $7.6M | 149K | ▼−57% Reduced · −196K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $6.2M | 121K | ▲+64% Added · +48K sh | Q1 2026 | |
| 11 | Yoder Wealth Management, Inc. | $6.0M | 118K | ▲+4.4% Added · +5K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $5.1M | 99K | ▲New +99K sh | Q1 2026 | |
| 13 | Ares Financial Consulting, LLC | $3.5M | 68K | ▲+19% Added · +11K sh | Q2 2026 | |
| 14 | Hirtle & Co., LLC | $3.4M | 67K | —Held | Q1 2026 | |
| 15 | AE Wealth Management LLC | $3.3M | 64K | ▼−2.0% Reduced · −1K sh | Q1 2026 | |
| 16 | UBS Group AG | $2.8M | 55K | ▲+25% Added · +11K sh | Q1 2026 | |
| 17 | Ancora Advisors LLC | $2.8M | 55K | ▲+22% Added · +10K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $2.6M | 50K | ▲+1.6% Added · +818 sh | Q1 2026 | |
| 19 | Focus Financial Network, Inc. | $2.5M | 48K | ▲+0.5% Added · +242 sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $2.0M | 39K | ▲+82% Added · +18K sh | Q1 2026 | |
| 21 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $1.9M | 37K | ▼−39% Reduced · −23K sh | Q2 2026 | |
| 22 | LPL Financial LLC | $1.8M | 35K | ▼−3.4% Reduced · −1K sh | Q1 2026 | |
| 23 | Vanguard Capital Wealth Advisors | $1.5M | 29K | ▲+34% Added · +7K sh | Q2 2026 | |
| 24 | SteelPeak Wealth, LLC | $1.3M | 25K | ▲+9.6% Added · +2K sh | Q2 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $1.2M | 24K | ▲+14% Added · +3K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in LTPZ and 17 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 33 funds | $28.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 33 funds | $1.0B |
| NVIDIA CORPNVDA | 32 funds | $36.6B |
| MICROSOFT CORPMSFT | 32 funds | $24.9B |
| AMAZON.COM INCAMZN | 32 funds | $16.4B |
| ALPHABET INC-CL AGOOGL | 32 funds | $14.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 32 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 31 funds | $9.4B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $7.6B |
| JPMORGAN CHASE & COJPM | 31 funds | $6.1B |
| VISA INC-CLASS A SHARESV | 31 funds | $4.5B |
| VANGUARD S&P 500 ETFVOO | 31 funds | $1.9B |
Ranked by how many of LTPZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MINTcs | 577 funds | $10.7B |
| PYLDmc | 527 funds | $9.9B |
| BONDmc | 403 funds | $5.6B |
| MUNIcs | 358 funds | $2.0B |
| HYSmc | 206 funds | $759.0M |
| SMMUcs | 162 funds | $753.1M |
| CORPmc | 158 funds | $1.2B |
| LDURmc | 156 funds | $1.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for LTPZ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LTPZ/capital-change-brief"
Use Arkolith's capital_change_brief for LTPZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LTPZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.